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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Taylor Coffey is a financial advisor with Thrivent Investment Management Inc. Jordan is licensed to provide investment advice in Indiana, Oklahoma and Texas. Jordan holds the Series 63, Series 65 and Series 6TO licenses. Jordan also holds the SIE license. Jordan is a registered investment advisor representative and is licensed in 19 states. Jordan has been in the financial services industry since 2020. Jordan has worked for Thrivent Investment Management Inc. since 2020. Jordan is a financial advisor who can provide investment advice, financial planning and portfolio management services. Jordan is also specialized in providing financial advice to businesses. Jordan has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, businesses and churches. Jordan's financial expertise is primarily focused on portfolio management for individuals and businesses, along with general financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IN
11/12/2020 - Present
Thrivent Investment Management Inc. (Carmel IN)
IA
Issued 09/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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